Sales Account Officer

Our Clients; Philippines; On-site; PHP 480,000 - 720,000; Full time

Job summary

Our Clients in Makati City seeks a Sales Account Officer - Foreign Exchange to lead client relationships, grow FX portfolios, and expand the company’s footprint in the FX market.

You will own a portfolio, identify cross-sell opportunities, prospect new clients, present FX products, negotiate rates, ensure compliant onboarding, and coordinate with operations to settle trades. Ideal candidates have 2+ years in FX sales, strong relationship skills, and pricing aptitude.

Qualifications

• Bachelor's degree in any 4-year course.
• At least 2 years of sales experience in banking/finance/forex is preferred.
• Strong interpersonal and relationship-building skills.
• Good negotiation skills and pricing awareness.
• Familiarity with FX products and regulatory requirements.

Responsibilities

• Own an assigned portfolio of client accounts and understand FX needs and transaction patterns.
• Identify cross-sell opportunities and grow revenue within existing accounts.
• Prospect for new clients and build a healthy sales pipeline.
• Present FX products and proposals tailored to each client.
• Negotiate FX rates and ensure accurate order processing and settlement.
• Ensure compliance with banking laws and BSP regulations; perform or support KYC.

Skills

Relationship building

Sales forecasting

Negotiation

Client onboarding

Cross-sell/up-sell

Education

Bachelor's degree (4-year)

Tools

CRM software

Job description

Location: Makati City

Work Schedule: 5x RTO

About the Role

The Sales Account Officer - Foreign Exchange will be at the front line of the foreign exchange business — building relationships with clients, growing a healthy portfolio of accounts, and helping the company expand its footprint in the FX market.

Key Responsibilities:

Account & Portfolio Management

Take ownership of an assigned portfolio of client accounts, developing a clear understanding of each client's FX needs, transaction patterns, and business goals

Proactively identify cross-sell and up-sell opportunities within your existing accounts to deepen client engagement and grow revenue

Regularly review account activity to spot trends, flag risks, and recommend the right products or pricing adjustments

Business Development & Lead Generation

Prospect for new clients through networking, referrals, cold outreach, and market research, building a healthy and consistent sales pipeline

Qualify leads and convert them into active, revenue-generating accounts through structured follow-up and relationship-building

Stay on top of market conditions and competitor offerings to identify new business opportunities as they arise

Sales & Client Presentations

Present and explain the company's foreign exchange products and services in a way that's clear, credible, and tailored to each client's needs

Prepare and deliver sales pitches and proposals to prospective clients, addressing objections and closing deals professionally

Educate clients on FX market movements, risk factors, and how the company's products can help them manage currency exposure

Pricing & Transaction Processing

Negotiate FX rates directly with clients, balancing competitive pricing with the company's margin and profitability targets

Accurately process, confirm, and book client orders within required timelines, minimizing errors and transaction delays

Coordinate with settlements/operations teams to ensure trades are executed and settled smoothly

Compliance & Risk Management

Ensure every sales activity, client onboarding step, and transaction strictly follows relevant banking laws, BSP regulations, and internal compliance policies

Conduct or support due diligence and KYC requirements for new and existing clients

Escalate any red flags, unusual account activity, or potential compliance issues promptly to the appropriate team

Customer Service & Relationship Management

Serve as the main point of contact for assigned clients, responding promptly and professionally to inquiries, concerns, and service requests

Resolve client issues efficiently, coordinating with internal teams when needed to deliver timely solutions

Build long-term trust and loyalty by consistently delivering a high standard of service, aiming to turn clients into repeat, long-term partners

Reporting & Performance Tracking

Track individual sales performance against targets, maintaining accurate records of client interactions, deals closed, and pipeline status

Prepare regular sales and account activity reports for management review

Use performance data to identify areas for improvement and adjust sales strategies accordingly

Training & Product Knowledge

Participate in ongoing product training to stay current on the company's FX offerings, pricing structures, and market developments

Help facilitate or support training sessions for new team members or colleagues as needed

Continuously build personal expertise in forex markets to better advise clients and close deals confidently

Cross-Department Coordination

Work closely with operations, compliance, risk management, and other departments to ensure client transactions are processed smoothly and on time

Communicate client needs and feedback internally to help improve products, processes, and overall service delivery

Support a collaborative, team-oriented environment to achieve shared sales and service goals

Qualifications

• Bachelor's degree in any 4-year course
• At least 2 years of sales experience, ideally within the banking, financial services, or forex industry
• Strong interpersonal and relationship-building skills, with the confidence to engage clients at all levels
• Solid negotiation skills and comfort working with pricing and numbers
• Good understanding of (or eagerness to learn) foreign exchange products and regulatory requirements
• Highly organized, detail-oriented, and able to manage multiple accounts at once
• Team player who can coordinate effectively across departments